AEO audit for fintech and financial services companies
SourceRank AI's AEO audit shows a fintech or financial services company where ChatGPT, Gemini, Microsoft Copilot, Google AI Mode and Google AI Overviews name it today, which providers they name instead, and the 90-day plan to change that. It costs $497, one time, and is credited toward your first month if you start a plan within 30 days.
What the audit gives you
$497, one time. It is credited toward your first month if you start a SourceRank AI plan within 30 days, and monthly plans start at $997.
A scorecard across all five engines
Where ChatGPT, Gemini, Microsoft Copilot, Google AI Mode and Google AI Overviews name you today, question by question.
Up to 25 of your buyers' questions
Agreed with you before the run and phrased the way your buyers ask, by product, customer type and the problem being solved.
A named-competitor benchmark
Which providers the engines name instead of you, on which questions and on which engine.
A prioritized 90-day plan
What to fix first, on your own site and on the third-party sources the engines use for your questions.
A 45-minute readout call
We walk you through the results and the plan on a call.
The kind of questions we test for fintech
Real buyer questions, phrased the way your buyers type them into an assistant. These are examples; yours are agreed with you before the run.
- "revenue-based financing for a SaaS company at $2M ARR"
- "commercial insurance broker for a logistics company"
- "treasury management platform for a mid-sized importer"
In finance, the press decides more of the answer
In the nearest financial category we measure, 245 answers in September 2026, news and media were the leading source after vendor sites: 92 of 245 answers, 37.6%, across 19 outlets. Directories were cited in 4 of 245, 1.6%. Vendor sites carried the lowest share of any industry, 178 of 245 answers, 72.7%, which leaves more of the answer to third parties in finance than anywhere else we measured. The audit shows which publications the engines use for your questions, and nothing goes live without your compliance review.
From SourceRank AI's published research: What AI engines cite, by industry, who the engines name for revenue-based financing lenders for SaaS, who the engines name for commercial insurance brokers, the measured AEO agency ranking for this category. More on the category: AEO for fintech.
How the audit runs
Agree the questions
We draft the buyer questions with you, up to 25, in your buyers' words.
Run them on five engines
Each question goes to ChatGPT, Gemini, Microsoft Copilot, Google AI Mode and Google AI Overviews, and every answer and source is logged.
Benchmark the competition
We record who is named instead of you, and which sources the engines used to decide.
Readout and plan
A 45-minute call that walks you through the results, and a prioritized 90-day plan.
Common questions
How much does an AEO audit for a fintech or financial services company cost?
$497, one time. It is credited toward your first month if you start a SourceRank AI plan within 30 days, and monthly plans start at $997.
Which AI engines does the audit cover?
ChatGPT, Gemini, Microsoft Copilot, Google AI Mode and Google AI Overviews. Each of your questions is run on every one of them.
What do I get at the end of the audit?
A visibility scorecard across all five engines, results for up to 25 of your buyers' questions, a named-competitor benchmark, a prioritized 90-day plan and a 45-minute readout call.
Do you test the questions fintech buyers actually ask?
Yes. We agree the questions with you before the run, phrased the way your buyers ask, by product, customer type and the problem being solved.
How is this different from an SEO audit?
An SEO audit checks how your pages rank in a list of links. This audit checks whether the engines name you inside the answer itself, and which sources they used to decide.
Who runs the audit?
SourceRank AI's team, part of Danish Lead Co, founded by Frederik Jakobsen. The same team does the work if you continue into a monthly plan.
Find out where the engines put you
$497, one time. Credited toward your first month if you start a plan within 30 days.